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Supporting individual investors

photo of Steve Satov

Steve Satov

Senior Vice President


“Our foremost priority is our clients. Clients can expect to receive exemplary levels of service as we work closely together to achieve their financial goals.”

At CC&L Private Capital, our guiding principles are based on the belief that our clients come first.

Our team of investment professionals will provide you with outstanding service and discretionary portfolio management.

We will work closely with you to build trust and confidence by taking time to listen and understand your desired investment goals; we will commit to an open and honest dialogue about investment solutions and risk tolerance, while reviewing progress towards your investment outcomes; and we will clearly communicate economic and financial developments, investment results and capital market forecasts.

In addition, as a client you can expect to receive the following:

  • A Statement of Investment Policy (SIP) – a personalized road map to guide everyone involved in managing the investment portfolio
  • Quarterly statements that review your portfolio’s performance
  • Taxable Accounts Expense Report, which includes information to help you process your personal tax reporting

You will also have around-the-clock access to our secure website where you can find up-to-date information about your investment portfolios, performance data and other publications.

If you would like to find out more, we welcome the opportunity to discuss how we can help you.

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